Settings & Admin

Settings (/settings)

Personal email notification preferences (when channels are configured):

• Lead assigned to me
• Stage changes on my leads
• Task assigned to me
• Daily digest of unread notifications

Admin (/admin) — admins only

Non-admins are redirected away. Tabs include:

| Tab | Purpose | |-----|---------| | Overview | Team KPIs and recent activity | | Lead Flow | Source → assignment rules (+ optional plan/group) | | Groups | Round-robin / first-to-claim pools | | Stage Automations | On stage change → task and/or action plan | | Action Plans | Multi-day nurture sequences | | Automation | Run due steps; event triggers | | Teams | Visibility, speed-to-lead, receive-leads | | Invites | Email invites and one-time links | | Permissions | View all, export, delete, manage deals | | Audit | Change log + CSV export | | Dedupe | Merge duplicate people | | Templates | Email / SMS / note templates | | API Keys | Public API & inbound lead keys | | Webhooks | Outbound events + delivery log | | Custom Fields | Extra person fields | | Import | Paste CSV of people | | More | Pointers to related / future areas |